Filed August 9, 2012
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.9+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $17,778 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC WEALTH MGMT Service code 27 401 UNION ST · SEATTLE, WA 98101 | Advisory (Plan) | $13,017 |
GRUBER AND LOPEZ, INC.1 year Filed as: GRUBER & LOPEZ, INC. Service code 10 438 OLD NEWPORT BLVD · NEWPORT BEACH, CA 92663 | Accounting | $9,274 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,716 | $102,317+121.6% | $146,958+54.3% | $80,856+180.4% |
| Participation rate | 92.9% | 75.8%+17.0pp | 82.2%+10.7pp | 67.6%+25.2pp |
| Annual return | 10.90% | 134.76%-123.9pp | 418.34%-407.4pp | 35.59%-24.7pp |
| Employer contribution / active EE | $1,562 | $3,713-57.9% | $4,933-68.3% | $2,755-43.3% |
| Participant deferral / active EE | $10,501 | $6,644+58.1% | $8,070+30.1% | $4,296+144.4% |
| Admin fee / account holder | $594 | $7,941-92.5% | $12,998-95.4% | $6,918-91.4% |